Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$7.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$78.1M
3
+$52.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$51.3M
5
MSFT icon
Microsoft
MSFT
+$48.6M

Top Sells

1
+$287M
2
+$36.6M
3
+$36M
4
QCOM icon
Qualcomm
QCOM
+$31.9M
5
AZN icon
AstraZeneca
AZN
+$27.3M

Sector Composition

1 Technology 17.03%
2 Healthcare 11.27%
3 Financials 9.04%
4 Industrials 8.9%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$150K ﹤0.01%
10,086
-1,724
2877
$149K ﹤0.01%
5,603
+561
2878
$149K ﹤0.01%
+10,000
2879
$148K ﹤0.01%
10,482
2880
$148K ﹤0.01%
+11,233
2881
$148K ﹤0.01%
13,800
-3,750
2882
$146K ﹤0.01%
+10,829
2883
$146K ﹤0.01%
+11,529
2884
$146K ﹤0.01%
13,804
2885
$146K ﹤0.01%
18,110
-66
2886
$146K ﹤0.01%
+2,220
2887
$145K ﹤0.01%
+16,488
2888
$145K ﹤0.01%
13,086
+797
2889
$144K ﹤0.01%
17,831
+954
2890
$144K ﹤0.01%
21,198
-144,676
2891
$143K ﹤0.01%
15,184
+435
2892
$143K ﹤0.01%
+10,113
2893
$143K ﹤0.01%
+10,116
2894
$143K ﹤0.01%
11,550
+1,235
2895
$143K ﹤0.01%
10,740
+300
2896
$142K ﹤0.01%
10,000
2897
$142K ﹤0.01%
11,015
-3,188
2898
$137K ﹤0.01%
16,073
+325
2899
$137K ﹤0.01%
15,592
-2,496
2900
$136K ﹤0.01%
+10,440
114 115
116
117 118